About Us

John Ong

CFP, CHS, CPCA, CCS

Certified Financial Planner

John Ong is in his late 40’s, married with 2 children and has called Vancouver home for the past 45 years. He has been in the financial services business for over 25 years. John has held a variety of positions in the financial services industry – as a supervisor at a trust company, administrator at an insurance company, manager of an insurance agency, and branch manager at an investment dealer. During his early career, he found that many clients were being provided with poor or improper advice, so he wanted to make a difference by jumping into the field. It is no surprise that John quickly found his passion and mission working with clients in an advisory capacity. He started providing part-time financial advice in 2000 and has been a full-time independent financial planner since 2008.

John has been providing financial planning advice for 20 years. John is currently licensed as a life insurance agent, accident & sickness agent, mutual funds representative*, Certified Financial Planner, Certified Health Insurance Specialist, Certified Professional Consultant on Aging, and Certified Cash Flow Specialist. He specializes in personal financial planning advice with an emphasis on risk management, estate & retirement planning.

In his leisure time, John enjoys spending time with family, watching a good movie, and travelling to interesting destinations.